Ad is loading...
FSMDX vs PEMCX
FSMDX vs PEMCX Comparison
Open Charts FSMDX vs PEMCX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
Principal Edge MidCap A
Price$13.05
Change-$0.48 (-3.55%)
VolumeN/A
CapitalizationN/A
FSMDX vs PEMCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. PEMCX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FSMDX is a Buy and PEMCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. PEMCX (76.1M). FSMDX pays higher dividends than PEMCX: FSMDX (1.28) vs PEMCX (0.92). FSMDX was incepted earlier than PEMCX: FSMDX (13 years) vs PEMCX (6 years). PEMCX is a more actively managed with annual turnover of: 11.30 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than PEMCX: FSMDX (0) vs PEMCX (1000). FSMDX annual gain was more profitable for investors over the last year : 20.70 vs. PEMCX (10.63). FSMDX return over 5 years is better than : 57.26 vs. PEMCX (-10.34).
| FSMDX | PEMCX | FSMDX / PEMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 19.211 | 9.732 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 76.1M | 52,037% |
| Annual Yield % from dividends | 1.28 | 0.92 | 139% |
| Returns for 1 year | 20.70 | 10.63 | 195% |
| Returns for 3 years | 19.14 | -27.28 | -70% |
| Returns for 5 years | 57.26 | -10.34 | -554% |
| Returns for 10 years | 122.53 | N/A | - |